Dynasty Wealth Management’s Abbott ABT Stock Holding History

Dynasty Wealth Management’s Portfolio ABT Stock Details ABT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$925K	Sell	10,197 -3,842	-27%	-$351K	0.01%	197
2026 Q1	$1.44M	Sell	14,039 -15,973	-53%	-$1.8M	0.01%	149
2025 Q4	$3.76M	Buy	30,012 +737	+3%	+$93.9K	0.04%	99
2025 Q3	$3.92M	Sell	29,275 -3,954	-12%	-$519K	0.05%	81
2025 Q2	$4.52M	Sell	33,229 -1,306	-4%	-$172K	0.08%	58
2025 Q1	$4.58M	Sell	34,535 -189	-0.5%	-$24.1K	0.08%	61
2024 Q4	$3.93M	Sell	34,724 -190	-0.5%	-$22K	0.07%	73
2024 Q3	$3.98M	Sell	34,914 -3,078	-8%	-$338K	0.12%	49
2024 Q2	$3.95M	Buy	37,992 +3,286	+9%	+$348K	0.12%	58
2024 Q1	$3.94M	Buy	+34,706	New	+$3.98M	0.13%	52
2018 Q4	–	Sell	-4,768	Closed	-$350K	–	6
2018 Q3	$350K	Buy	+4,768	New	+$313K	0.45%	53

Other funds holding ABT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dynasty Wealth Management's ABT Position: Q2 2026 in Review

Dynasty Wealth Management reduced its Abbott (ABT) stake by 27% in Q2 2026, selling an estimated $351K and leaving 10,197 shares worth $925K. The position accounts for 0.01% of the portfolio, ranked #197.

Dynasty Wealth Management first reported a position in ABT in Q3 2018 and has held it in 11 quarters since. The position peaked at $4.58M in Q1 2025. 2,968 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

Dynasty Wealth Management held 10,197 shares of Abbott worth $925K as of Q2 2026.
Dynasty Wealth Management sold 3,842 Abbott shares in Q2 2026, an estimated $351K.
Abbott made up 0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #197 holding.
Dynasty Wealth Management first reported a position in Abbott in Q3 2018 and has held it in 11 quarters since.
Dynasty Wealth Management's Abbott position peaked at $4.58M in Q1 2025.
2,968 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.